UPDATE: How to throw away a fortune
Merrill Lynch Study Finds Health Is the Cornerstone of a Happy Retirement, and Greatest Financial Worry
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts .
Retirees should think twice before adding foreign-currency-denominated bonds, dedicated emerging-markets funds, and alternatives to their portfolios, says Morningstar's Christine Benz.
In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.
Despite Curve Balls, Most Retirees Manage
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
Rules of thumb may be too high for affluent retirees with high savings rates, but health-care costs a major swing factor.
Choice in the context of a retirement plan means something quite different to providers that aren't fiduciaries to a plan than to fiduciary plan providers.